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How to Import Contacts into SugarCRM from CSV

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on Saturday, 11 June 2011 in Web Applications

This is a step by step guide on the process of importing contacts into SugarCRM or any customized versions of SugarCRM

Open Contacts

Open_Contacts338397083.png

Under Marketing select Contacts

Start the Import wizard

Start_the_Import_wizard1645902609.png

Click "Import" to bring up the import wizard

Uploading a "CSV" file

Uploading_a_CSV_file537740216.png

Follow the sequence to proceed to Import step 2

Find your local ".CSV" to import

Find_your_local_.CSV_to_import2005951775.png

Click "Browse" to locate your prepared document

Map your Data

Map_your_Data1178510197.png

Map the database fields to your header row. Then click "Import"

Complete the Import

Complete_the_Import1383290436.png

If all is ok, click "Import Complete" to finish

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Tags: SugarCRM
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